What are PRD 2.0 Guided Searches

What are PRD 2.0 Guided Searches

What are PRD 2.0 Guided Searches?

PRD 2.0 allows you to create, design, and manage a graphical Guided Search from directly within your iCarol system. The tool to create Guided Searches is included as a PRD 2.0 settings page, and allows you to make instant changes to your website so you can quickly respond to current events in your community. 

Important notes about Guided Searches to consider before getting started:
  1. On screen instructions for using the Guided Search are available within the Guided Search Manager at the top of the page
  2. You can create as many, or as few Guided Searches as you wish
  3. Guided Search categories can open to one of the following types of searches:
    1. Taxonomy or Custom Resource Categories (Link Terms) search: available on any level of Guided Search categories; link any number of Taxonomy terms or Custom Resource Categories to a Guided Search. For example, you may wish to create a Guided Search button that displays on your PRD as 'Food', and when help seekers select that Guided Search you can redirect them to all resources categorized with the Taxonomy terms 'Food Pantries' or 'Soup Kitchens'
    2. Text search: only available on top-level Guided Search categories; link a specific search word or term to a Guided Search. This will send the help seeker to a search on your PRD, using the specified word or term. For example, you may wish to create a Guided Search button that displays on your PRD as 'Counseling', and when help seekers select that Guided Search you want a search to be completed for 'Low Cost Counseling'. Configuring a text search will likely provide more results than completing a Taxonomy or Custom Resource Categories Guided Search because text searches look in all text fields of resources, where 'Link Terms' Guided Searches just look to the categorization in resources
    3. Redirect to a URL: only available on top-level Guided Search categories; this will send the help seeker to a specific URL. For example, you can redirect help seekers to read your organizations 'Inclusion/Exclusion Criteria' if it exists somewhere on your website, or you can redirect them to your Live Chat service, or to fill out a 'New Agency Request' form, or to a specific resource record in your PRD, or any other URL.
  4. If you create 'Taxonomy or Custom Resource Categories' Guided Searches, you can have just a top-level category, or you can setup second and third level sub-categories
  5. Top level Guided Search categories can be assigned a graphic that will appear on the first page your help seekers see when they visit your PRD; you can choose from the iCarol graphics library, or upload your own
To access your Guided Searches, complete the following steps:
  1. From the Manage Resources page, click the 'Public Resource Directory' link and at the top of the page click the 'Manage the PRD2 Settings' link
  2. At the top of the PRD 2.0 setting page, under the area where you upload your logo, click the link that says ‘Click here to manage guided search for Public Resource Directory v2.0’
  3. The Guided Search Manager opens where you will see any Guided Search categories you’ve already created, and from here you can edit existing Guided Searches or create new ones

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